See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,442 | $115,882-76.3% | $100,516-72.7% | $158,922-82.7% |
| Participation rate | 94.7% | 81.6%+13.2pp | 79.4%+15.3pp | 82.0%+12.8pp |
| Annual return | 9.99% | 34.79%-24.8pp | 30.89%-20.9pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,210 | $4,103-46.1% | $3,418-35.3% | $4,761-53.6% |
| Participant deferral / active EE | $1,212 | $6,674-81.8% | $6,270-80.7% | $5,982-79.7% |
| Admin fee / account holder | $3,473 | $10,995-68.4% | $8,081-57.0% | $11,246-69.1% |